Titelia

Fund shareholders of Citigroup Inc

ISIN US1729674242 · United States · LEI 6SHGI4ZSSLCXXQSBB395

Fund shareholders
1,282
Of which ETFs
284 998 other funds
Value held
58.2B $ 19.3B SEK · 110.7M €
Share of capital
29.7 % of 1.7B shares on Jan 31, 2026

1,282 funds hold this company. This table lists the 1,279 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 53,613,2946.1B $0.31 %3.06 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 42,854,5014.9B $0.34 %2.45 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 22,771,0722.5B $0.34 %1.30 %as of Feb 28, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 22,474,9852.5B $0.35 %1.28 %as of Mar 31, 2026 ↗
Putnam Large Cap Value Fund Putnam Large Cap Value Fund 16,515,2512.1B $4.21 %0.94 %as of Apr 30, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 15,219,8631.7B $0.76 %0.87 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 11,838,9191.3B $2.81 %0.68 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,510,4301.1B $0.34 %0.54 %as of Mar 31, 2026 ↗
Income Fund of America Income Fund of America 9,156,9091.2B $0.80 %0.52 %as of Apr 30, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 9,067,393999.1M $1.78 %0.52 %as of Feb 28, 2026 ↗
New Perspective Fund New Perspective Fund 7,231,030820.1M $0.54 %0.41 %as of Mar 31, 2026 ↗
Thornburg Investment Income Builder Fund THORNBURG INVESTMENT TRUST 6,986,967792.4M $3.76 %0.40 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 6,543,777721.1M $0.48 %0.37 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 6,517,113834.1M $0.88 %0.37 %as of Apr 30, 2026 ↗
American Balanced Fund American Balanced Fund 6,375,000723M $0.27 %0.36 %as of Mar 31, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 6,237,986707.4M $1.71 %0.36 %as of Mar 31, 2026 ↗
Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST 5,158,800585.1M $2.39 %0.29 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 4,651,629595.3M $3.02 %0.27 %as of Apr 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 4,589,849520.5M $0.33 %0.26 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 3,877,788496.3M $0.36 %0.22 %as of Apr 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 3,798,839486.2M $0.75 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 3,674,010416.7M $0.35 %0.21 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 3,650,000467.1M $0.22 %0.21 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 3,555,897403.3M $0.31 %0.20 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,482,252383.7M $0.17 %0.20 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 3,468,732443.9M $1.12 %0.20 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 3,348,628428.6M $1.26 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 3,344,716368.6M $0.30 %0.19 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 3,269,802370.8M $0.53 %0.19 %as of Mar 31, 2026 ↗
Putnam Focused Large Cap Value ETF Putnam ETF Trust 3,171,968349.5M $3.99 %0.18 %as of Feb 27, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 3,015,205342M $0.73 %0.17 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 2,922,7033.2B SEK0.23 %0.17 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 2,898,523319.4M $2.29 %0.17 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,895,025319M $0.35 %0.17 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 2,648,628291.9M $0.30 %0.15 %as of Feb 28, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 2,500,000283.5M $0.18 %0.14 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 2,442,000276.9M $1.71 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 2,198,416249.3M $0.31 %0.13 %as of Mar 31, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 2,130,640272.7M $1.13 %0.12 %as of Apr 30, 2026 ↗
Swedbank Robur Kapitalinvest Swedbank Robur Fonder AB 2,075,0002.2B SEK2.37 %0.12 %as of Mar 31, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 2,067,812227.9M $4.08 %0.12 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 2,057,530233.3M $0.73 %0.12 %as of Mar 31, 2026 ↗
FPA Crescent Fund Investment Managers Series Trust III 1,953,442221.5M $1.88 %0.11 %as of Mar 31, 2026 ↗
Swedbank Robur Globalfond Swedbank Robur Fonder AB 1,945,0002.1B SEK1.50 %0.11 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 1,932,900219.2M $0.34 %0.11 %as of Mar 31, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 1,914,502245M $1.01 %0.11 %as of Apr 30, 2026 ↗
Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) 1,885,884241.4M $1.68 %0.11 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 1,869,706206M $0.84 %0.11 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,843,262203.1M $0.32 %0.11 %as of Feb 28, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 1,823,314233.3M $1.94 %0.10 %as of Apr 30, 2026 ↗
VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS 1,594,200180.8M $0.25 %0.09 %as of Mar 31, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 1,594,014180.8M $0.57 %0.09 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 1,592,568180.6M $0.35 %0.09 %as of Mar 31, 2026 ↗
Capital Group Global Growth Equity ETF Capital Group Global Growth Equity ETF 1,559,393171.8M $1.82 %0.09 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 1,545,633197.8M $2.46 %0.09 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,545,012197.7M $0.23 %0.09 %as of Apr 30, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 1,532,781168.9M $1.49 %0.09 %as of Feb 28, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 1,490,288164.2M $1.22 %0.09 %as of Feb 28, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 1,486,408163.8M $0.26 %0.08 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 1,471,829166.9M $0.69 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 1,459,135186.7M $0.32 %0.08 %as of Apr 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 1,337,082171.1M $0.68 %0.08 %as of Apr 30, 2026 ↗
Nuveen Core Equity Fund TIAA-CREF Funds 1,333,940170.7M $2.41 %0.08 %as of Apr 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 1,329,786170.2M $0.71 %0.08 %as of Apr 30, 2026 ↗
Folksam LO Världen Swedbank Robur Fonder AB 1,322,2691.4B SEK1.02 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,320,155169M $0.19 %0.08 %as of Apr 30, 2026 ↗
Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) 1,298,158166.1M $1.57 %0.07 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 1,247,666141.5M $0.13 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 1,237,312140.3M $0.33 %0.07 %as of Mar 31, 2026 ↗
Fidelity Fund Fidelity Hastings Street Trust 1,184,900134.4M $1.60 %0.07 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,183,938134.3M $0.52 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 1,090,680123.7M $0.35 %0.06 %as of Mar 31, 2026 ↗
Global Growth Fund AMERICAN FUNDS INSURANCE SERIES 1,077,968122.3M $1.41 %0.06 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 1,064,045136.2M $0.46 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,040,728114.7M $0.30 %0.06 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 1,035,643117.5M $0.32 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,031,771132M $0.32 %0.06 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 1,024,444131.1M $1.61 %0.06 %as of Apr 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 1,008,483111.1M $0.93 %0.06 %as of Feb 28, 2026 ↗
Swedbank Robur Allemansfond Komplett Swedbank Robur Fonder AB 1,000,0001.1B SEK0.96 %0.06 %as of Mar 31, 2026 ↗
Patient Opportunity Trust Advisor Managed Portfolios 1,000,000113.4M $6.54 %0.06 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 992,533112.6M $0.34 %0.06 %as of Mar 31, 2026 ↗
Fidelity Focused Stock Fund Fidelity Capital Trust 992,000127M $2.56 %0.06 %as of Apr 30, 2026 ↗
Parnassus Value Equity Fund Parnassus Funds 989,158112.2M $2.43 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 985,401126.1M $0.80 %0.06 %as of Apr 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 954,439122.1M $3.59 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 950,559107.8M $0.18 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 943,528104M $0.66 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Global Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 941,601120.5M $1.47 %0.05 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 941,348120.5M $0.32 %0.05 %as of Apr 30, 2026 ↗
Artisan Global Value Fund Artisan Partners Funds Inc. 926,081105M $3.60 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 913,783103.6M $0.31 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 906,861116.1M $0.32 %0.05 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 900,882102.2M $0.50 %0.05 %as of Mar 31, 2026 ↗
Putnam VT Large Cap Value Fund Putnam Variable Trust 882,313100.1M $4.02 %0.05 %as of Mar 31, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 877,24399.5M $1.57 %0.05 %as of Mar 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 874,65396.4M $0.39 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 859,89397.5M $0.62 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 850,224108.8M $0.89 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 813,89992.3M $0.30 %0.05 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ADLER VALUE FUND Ultimus Managers Trust 9.08 %as of Feb 28, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 8.51 %as of Apr 30, 2026 ↗
Huber Large Cap Value Fund Advisors Series Trust 8.50 %as of Apr 30, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 8.33 %as of Mar 31, 2026 ↗
Patient Opportunity Trust Advisor Managed Portfolios 6.54 %as of Mar 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 6.46 %as of Apr 30, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 6.40 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 5.49 %as of Feb 28, 2026 ↗
Poplar Forest Partners Fund Advisors Series Trust 5.48 %as of Mar 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 5.40 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q21,124+43500,832,933-3.7 %
2026Q11,0810519,924,213-1.7 %
2025Q41,081+50528,677,281-2.0 %
2025Q31,031-10539,430,290-4.4 %
2025Q21,041+31564,343,161+3.3 %
2025Q11,010+17546,191,326+6.3 %
2024Q4993+9513,634,714-0.3 %
2024Q3984+31515,299,114+1.2 %
2024Q2953+76508,945,696+12.6 %
2024Q1877-21451,890,881-5.6 %
2023Q4898478,694,535

Institutional managers

2,423 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.153,780,31617.4B $as of Mar 31, 2026
STATE STREET CORP78,042,6488.9B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC42,312,7824.8B $as of Mar 31, 2026
Capital World Investors40,720,8594.6B $as of Mar 31, 2026
FRANKLIN RESOURCES INC38,971,3154.4B $as of Mar 31, 2026
Fisher Asset Management, LLC35,218,9964B $as of Mar 31, 2026
FMR LLC29,956,2623.4B $as of Mar 31, 2026
MORGAN STANLEY27,842,0863.2B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/26,869,0123B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/26,431,6433M $as of Mar 31, 2026
Bank of New York Mellon Corp23,434,7852.7B $as of Mar 31, 2026
JPMORGAN CHASE & CO21,798,9522.3B $as of Mar 31, 2026
NORTHERN TRUST CORP18,871,5582.1B $as of Mar 31, 2026
Invesco Ltd.16,306,0171.8B $as of Mar 31, 2026
Legal & General Group Plc13,623,3311.5B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/13,354,7021.5B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC12,617,5291.4B $as of Mar 31, 2026
Nuveen, LLC12,463,3901.4B $as of Mar 31, 2026
Amundi12,126,8231.4B $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC11,629,0861.3B $as of Mar 31, 2026
Artisan Partners Limited Partnership11,497,9621.3B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11,257,8511.3B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC10,089,3311.1B $as of Mar 31, 2026
Swedbank AB9,701,8681.1B $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN9,291,4871.1B $as of Mar 31, 2026

Declared shareholders of Citigroup Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.22 %126,457,408as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Citigroup Inc

1,125 funds declare 5,821 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND321.2B $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND151.1B $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND411B $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND20697.5M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF31563M $as of Feb 28, 2026
Franklin Income Fund8519.8M $as of Mar 31, 2026
PGIM Total Return Bond Fund13491.3M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND12485M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF49479.6M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND14423M $as of Apr 30, 2026
Lord Abbett Ultra Short Bond Fund5329.8M $as of Feb 28, 2026
American Balanced Fund13328.9M $as of Mar 31, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.5324.3M $as of Mar 31, 2026
Baird Aggregate Bond Fund14299.2M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF20289.9M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND14272.7M $as of Mar 31, 2026
Bond Fund of America16263.4M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund21260.8M $as of Feb 28, 2026
JPMorgan Core Plus Bond Fund20253.1M $as of Feb 28, 2026
Fidelity Investment Grade Bond Central Fund6252.2M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF16251M $as of Feb 28, 2026
JPMorgan Core Bond Fund13242.4M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND18236.7M $as of Mar 31, 2026
Lord Abbett Short Duration Income Fund3232.2M $as of Feb 28, 2026
VANGUARD WELLINGTON FUND9230.9M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Citigroup Inc". https://titelia.com/en/stocks/citigroup-inc-US1729674242